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Orion Investment Company’s Caterpillar CAT Stock Holding History

Orion Investment Company’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Hold
575
– – 0.18% 53
2026
Q1 		$407K Hold
575
– – 0.13% 61
2025
Q4 		$329K Hold
575
– – 0.1% 62
2025
Q3 		$274K Hold
575
– – 0.09% 67
2025
Q2 		$223K Buy
+575
New +$192K 0.08% 69
2025
Q1 		– Sell
-575
Closed -$209K – 69
2024
Q4 		$209K Hold
575
– – 0.08% 65
2024
Q3 		$225K Buy
+575
New +$199K 0.09% 64

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Orion Investment Company's CAT Position: Q2 2026 in Review

Orion Investment Company held its Caterpillar (CAT) position steady in Q2 2026 at 575 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #53.

Orion Investment Company first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Orion Investment Company held 575 shares of Caterpillar worth $612K as of Q2 2026.
  • Orion Investment Company left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.18% of Orion Investment Company's portfolio in Q2 2026, its #53 holding.
  • Orion Investment Company first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.